4:15pm

As development officers, we are in the business of asking donors for financial support. Ideally, the asking is done by the right person, at the right time, and for the right campaign. Niche fundraisers have specific responsibilities they are charged with and are often reluctant to deviate from these main duties. Sometimes asking for major and planned gifts simultaneously is in the best short and long-term interests of both the organization and the donor(s).

The fundraising industry has become more open to blended gifts, but there are still many more opportunities to help donors create their legacies by utilizing both avenues of giving. During our interactive presentation, we will explore how to recognize opportunities to create blended gifts, how to ask for them and examine some important case studies that can guide us moving forward.

Outcomes:

Learn how to combine planned and major gifts for your organization using affinity interviews and donor gift proposals.

Explore some of the ways blended gifts support near term and future benefits for charitable recipients, while ensuring the personal long-term financial security of a donor and/or loved ones.

Director of Major Gifts and Planned Giving, St. Paul's Senior Services

Liam Dunfey has devoted his professional life to advancing philanthropy in the organizations he’s served. For the past eight years, Liam has worked at St. Paul’s Senior Services, a leader in senior care in San Diego. He’s the current Director of Major Gifts and Planned Giving... Read More →